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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
526
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$9.19M -$498K 1 0.68% Reduced
527
FBB
Fulton Breakefield Broenniman
Maryland
$9.07M +$2.1M 1 1.99% Increased
528
CCC
Chelsea Counsel Company
California
$8.99M -$123K 1 1.85% Reduced
529
TCOV
Trust Company of Vermont
Vermont
$8.99M +$83.3K 1 1.31% Increased
530
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.98M -$54.8M 1 0.04% Reduced
531
Curi RMB Capital
Curi RMB Capital
Illinois
$8.97M -$193K 1 0.55% Reduced
532
LIM
Lathrop Investment Management
Arkansas
$8.96M +$194K 1 3.24% Increased
533
GIM
Gyrus Investment Management
Ontario, Canada
$8.89M +$47.6K 1 1.47% Increased
534
AMI
Amica Mutual Insurance
Rhode Island
$8.8M $0 1 0.69% Maintained
535
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.8M -$3.53M 1 1.07% Reduced
536
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$8.73M -$19.9M 2 0.35% Reduced
537
Fidelity International
Fidelity International
Bermuda
$8.52M -$670K 1 0.03% Reduced
538
CIBC World Market
CIBC World Market
Ontario, Canada
$8.5M -$2.73M 2 0.03% Reduced
539
IHL
Investment House LLC
California
$8.47M +$59.4K 1 1.37% Increased
540
Whittier Trust
Whittier Trust
California
$8.42M +$66.5K 1 0.4% Increased
541
CAMI
Concord Asset Management (Illinois)
Illinois
$8.38M -$14.3K 1 2.91% Reduced
542
WDA
Wendell David Associates
New Hampshire
$8.35M -$358K 1 1.63% Reduced
543
PDN
Pensionfund DSM Netherlands
Netherlands
$8.32M $0 1 1.16% Maintained
544
CAM
Centre Asset Management
New York
$8.3M -$431K 1 1.29% Reduced
545
ACM
Academy Capital Management
Texas
$8.3M +$8.17M 1 1.64% New
546
KLWA
Kelly Lawrence W & Associates
California
$8.29M -$30.7K 1 1.73% Reduced
547
BCM
BTR Capital Management
California
$8.28M +$1.02M 1 2.26% Increased
548
MAM
Mastrapasqua Asset Management
Tennessee
$8.28M +$8.15M 1 1.99% New
549
Barings
Barings
North Carolina
$8.26M -$5.87M 1 0.18% Reduced
550
EULAV Asset Management
EULAV Asset Management
Florida
$8.25M -$607K 1 0.44% Reduced